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Diversify Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Diversify Wealth Management’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Buy
31,566
+14,857
+89% +$964K 0.03% 414
2025
Q4 		$1.08M Buy
16,709
+829
+5% +$50.7K 0.05% 306
2025
Q3 		$962K Sell
15,880
-115
-0.7% -$8.01K 0.06% 281
2025
Q2 		$1.04M Buy
15,995
+3,066
+24% +$256K 0.06% 263
2025
Q1 		$1.06M Buy
12,929
+2,530
+24% +$208K 0.08% 236
2024
Q4 		$770K Buy
10,399
+2,713
+35% +$211K 0.06% 261
2024
Q3 		$555K Buy
7,686
+646
+9% +$45.7K 0.05% 303
2024
Q2 		$476K Buy
+7,040
New +$477K 0.06% 288

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's PBH Position: Q1 2026 in Review

Diversify Wealth Management increased its Prestige Consumer Healthcare (PBH) stake by 89% in Q1 2026, buying an estimated $964K and bringing the position to 31,566 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #414.

Diversify Wealth Management first reported a position in PBH in Q2 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold PBH as of Q1 2026.

  • Diversify Wealth Management held 31,566 shares of Prestige Consumer Healthcare worth $1.77M as of Q1 2026.
  • Diversify Wealth Management bought 14,857 Prestige Consumer Healthcare shares in Q1 2026, an estimated $964K.
  • Prestige Consumer Healthcare made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #414 holding.
  • Diversify Wealth Management first reported a position in Prestige Consumer Healthcare in Q2 2024 and has held it in 8 quarters since.
  • 355 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.